topic Re: BUY-SELL-WHY, MARCH 2020 in Fidelity Investmentshttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/685514#M3128
<P>Sold</P><P>VG Limited-Term Bond (TLH of approx $1,000) - can’t see continuing to hold a cash-like instrument that’s dropping</P><P>ORNAX (TLH - very small holding)</P><P>Exchanged hefty chunk of TIAA TREA to TIAA Traditional (stable value for 3% return)</P><P>Best of luck to us all.</P><P>Brian</P>Thu, 19 Mar 2020 14:58:00 GMTBrianG2020-03-19T14:58:00ZBUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681045#M2457
<P>&nbsp;</P><P>Tempus does indeed fugit.&nbsp; Time for your <STRONG>March 2020</STRONG> trade reports. Remember, many lurkers want to know the reasons (thoughts? theory?) for your trades, so please don't omit the "WHY" in B-S-W&nbsp; --&nbsp; even if it's only because "My wife told me to."</P><P>And sincere thanks to those who participate.&nbsp; It's not always easy posting your choices in real time.&nbsp; A hat tip to those who do.</P><P>&nbsp;</P>Sun, 01 Mar 2020 12:29:02 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681045#M2457richardsok2020-03-01T12:29:02ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681273#M2511
<P>Trimmed VWEAX. Reducing HY FI OEF. Why - to reduce FI risk and free up some cash. I wanted to buy more EDV with today's (IMO) head fake but it's up too, not a good sign. I'm doing more small trading than I prefer but everything is so fluid I see no better option (for me). Good luck.</P><P>Edit to add - Selling some POAGX - I think I'll be able to buy it back cheaper.</P><P>2nd edit - selling some VFH and APPL. Same reason</P><P>3rd AND final edit - sold some PTY for 17.95 I bot Friday for 16.19 - Trading CEFs is my friend, until it isn't.</P>Mon, 02 Mar 2020 17:00:32 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681273#M2511rhythmmethod2020-03-02T17:00:32ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681278#M2513
<P>Haven't sold anything , have tax handcuffs from last 12yrs. added to a</P><P>few CEF's that dropped the most. &nbsp; TERRY</P><P>&nbsp;</P>Mon, 02 Mar 2020 15:33:10 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681278#M2513justice2020-03-02T15:33:10ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681279#M2514
<P>Sold small positions in VFH and VHT ( a little late) to lock in small gains and for more dry powder for the next leg down.</P>Mon, 02 Mar 2020 15:36:19 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681279#M2514grierchas2020-03-02T15:36:19ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681281#M2515
<P>Put 2% of port into SH (short S&amp;P 500) on the opening pop.&nbsp; Reason: chart bumping up against the downtrend channel border:&nbsp; This reduces net equity to 21.7%.</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="ScreenHunter 766.png" style="width: 872px;"><img src="https://community.morningstar.com/t5/image/serverpage/image-id/2610iAF3D35B275C70873/image-size/large?v=1.0&amp;px=999" title="ScreenHunter 766.png" alt="ScreenHunter 766.png" /></span></P>Mon, 02 Mar 2020 15:42:13 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681281#M2515norbertc2020-03-02T15:42:13ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681291#M2519
<P>Sold PTY that I bought on 2/28</P><P>Don't expect this is more than a dead cat bounce.</P><P>Gene&nbsp;</P>Mon, 02 Mar 2020 16:13:41 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681291#M2519bujia2020-03-02T16:13:41ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681298#M2521
<P>Yeah, unless we get a good news surprise concerning the virus.&nbsp; Also, central banks + governments worldwide are going to throw the kitchen sink at economic problem.&nbsp; Anything could happen.</P>Mon, 02 Mar 2020 16:45:01 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681298#M2521norbertc2020-03-02T16:45:01ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681300#M2522
<P>Bought a little BA. Value investment. (Hopefully this is BA's equivalent of Amex Salad oil scandal.)</P><P>Read in FT that this is not the time to buy the dip.</P>Mon, 02 Mar 2020 16:49:42 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681300#M2522waffle2020-03-02T16:49:42ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681305#M2523
<P>Added to long term positions in DVA, BMY, and JNJ at the bell. My portfolio has a defensive tilt and I like the health sector at this part of the business cycle.&nbsp; I also added to those positions because I like their valuation relative to the industry which is richly priced in many cases. I also like the specific market each targets.</P><P>Not a big move by any means.&nbsp; I was just in the mood to buy something.</P><P>Thank you,</P><P>Holiday</P><P><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="DVA.jpg" style="width: 427px;"><img src="https://community.morningstar.com/t5/image/serverpage/image-id/2611i5A09033C0EA74BA8/image-size/large?v=1.0&amp;px=999" title="DVA.jpg" alt="DVA.jpg" /></span><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="BMY.jpg" style="width: 425px;"><img src="https://community.morningstar.com/t5/image/serverpage/image-id/2612i09B80CF7B5BAF0C4/image-size/large?v=1.0&amp;px=999" title="BMY.jpg" alt="BMY.jpg" /></span><span class="lia-inline-image-display-wrapper lia-image-align-inline" image-alt="jnj.jpg" style="width: 430px;"><img src="https://community.morningstar.com/t5/image/serverpage/image-id/2613iCC2E3338FAC91A0B/image-size/large?v=1.0&amp;px=999" title="jnj.jpg" alt="jnj.jpg" /></span></P>Mon, 02 Mar 2020 17:01:41 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681305#M2523Holiday2020-03-02T17:01:41ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681319#M2524
<P>I have never seen such sustained Sells on this thread on a big rally day!</P><P>Edit: I sold PCI and QLD bought last week.&nbsp; If we were over bought before Feb 19, then the current 10% down from peak for the market is not cheap.</P>Mon, 02 Mar 2020 18:38:20 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681319#M2524Anitya2020-03-02T18:38:20ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681322#M2525
<P>&nbsp;</P><P>Realized good gains on my hedge in PSQ.&nbsp; &nbsp; I have super high implied volatility on my options positions, which should be ample protection, given my over-allocation in cash.&nbsp; &nbsp;Will miss the size of my usual monthly dividend stream, though.&nbsp; &nbsp;Market may continue to cascade down, but I rather suspect we'll see fewer of the enormous 1000-point sudden plunges. (Just my guess.) Going forward, I think most of the "worst-case" scenarios will no longer be so surprising -- and are now almost anticipated.</P><P>Looking down the road this summer, however, if Sanders gets nominated and Trump's economy tanks badly , it's "Katie, bar the door".&nbsp; More wild times to enjoy.</P><P>&nbsp;</P>Mon, 02 Mar 2020 18:03:09 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681322#M2525richardsok2020-03-02T18:03:09ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681347#M2528
<P>I have been 100% in NHMRX and IOFIX across all accounts. On Thursday I sold 1/3 of NHMRX. On Friday I tried to sell my remaining NHMRX but I exceeded the notify on IB and it was not executed. Today at close I will be 90% + in Cash. I believe today was dead cat bounce. I believe Corona has spread alot more than anyone is acknowledging and it will come to light in many places in the next 1 week. Fed rate cuts will do nothing to cure demand and fed appears to be far behind on market expectations. Ensuing economic impact will be devastating (like China data over the weekend)&nbsp; but temporary until spread slows in summer (assuming it behaves like flu). Junky and unrated stuff held in NHMRX and IOFIX could get pounded which is why I am getting out now. I have done great with them this year - happy to get out and take the gains. Will wait for bear market correction before dipping back into the water with focus on equities as opposed to bond OEF. AKRIX/EILGX will be targets for new positions as they are by far best risk return equity funds. May consider beaten down PCI/PDI too.&nbsp;</P>Mon, 02 Mar 2020 20:14:14 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681347#M2528Sortatino22020-03-02T20:14:14ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681370#M2531
<P>Bought 400 shares SCHD at the open.If I had been around at the close, I might have sold it, but I was out riding my bike.</P><P>&nbsp;</P><P>&nbsp;</P><P>&nbsp;</P>Mon, 02 Mar 2020 21:57:41 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681370#M2531DocWu2020-03-02T21:57:41ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681415#M2544
<P>I went to 90 percent cash. I decided to buy xxxK of Wellesley at market close . Will add to it as market goes up .&nbsp;</P>Tue, 03 Mar 2020 02:57:20 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681415#M2544Sortatino22020-03-03T02:57:20ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681417#M2546
<P>After selling my hedge in PSQ early this morning, I could see the market wasn't about to do a head fake and resume falling.&nbsp; &nbsp;So I added to PKO and bought new positions in AI, CEFZ and HRZN.&nbsp; &nbsp;These four buys do not mean I have confidence in the market; just that I'm trying to take a little of whatever is being offered.&nbsp; &nbsp; Wish I had caught the dip in PCI last week, but I missed it.</P>Tue, 03 Mar 2020 03:05:49 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681417#M2546richardsok2020-03-03T03:05:49ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681471#M2556
<P>I trimmed some PCI I bot last week during the carnage. I was hoping to trim some more equity, and I will if the IMO, "sucker rally,”&nbsp;<STRIKE>continues</STRIKE> &nbsp;resumes. If not, I'm OK to hunker down. It may be that a balanced fund is in my future where I can have a pro re-balancing a portion of my port, especially in IRAs. My trading has been successful but I get little joy from it. I'd rather be applying my 'rhythmmethod' in other ways .</P><BLOCKQUOTE><HR /></BLOCKQUOTE><P>&nbsp;</P>Tue, 03 Mar 2020 21:26:48 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681471#M2556rhythmmethod2020-03-03T21:26:48ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681485#M2558
<P>SOLD some GLD and UVXY with the breaking Fed news.&nbsp;&nbsp;</P><P>Sort of a hedge on my hedge bets.&nbsp;&nbsp;</P><P>ctyankee</P>Tue, 03 Mar 2020 15:18:19 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681485#M2558ctyankee2020-03-03T15:18:19ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681488#M2559
Sold PGP I bought Friday for $1.30 gain GeneTue, 03 Mar 2020 15:22:59 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681488#M2559bujia2020-03-03T15:22:59ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681564#M2564
<P>Hope you folks appreciate my masterful timing; selling a block of PSQ one day before an 800-point mkt plunge.&nbsp; Not as easy at it looks. Anyway, I tried to exploit today's air pocket to buy a bit of RIV. (Just 1% of PV.)&nbsp; Still over 50% cash..... my only excuse.</P>Tue, 03 Mar 2020 22:20:12 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681564#M2564richardsok2020-03-03T22:20:12ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681670#M2575
<P>Initiated a tiny position in NRGX at 13.70, bringing my portfolio yield up to a whopping 2.3%.</P>Wed, 04 Mar 2020 15:21:27 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681670#M2575DJANG02020-03-04T15:21:27ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681675#M2577
<P>Replaced some RCS at near yesterday's low for some sold at about $10.50 last year. (For better or worse.)</P>Wed, 04 Mar 2020 15:43:00 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681675#M2577trav1nj2020-03-04T15:43:00ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681677#M2578
<P><BR />Was basically at the edge of my rebalance band, so bought some Vanguard total stock market index (VTSAX), small cap value index (VSIAX), and small cap index (VSMAX). &nbsp; Regular biweekly purchase of VITFX also about to kick in.</P>Wed, 04 Mar 2020 15:45:58 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681677#M2578theorist2020-03-04T15:45:58ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681691#M2580
<P>I took this day to liquidate all of VYM and VBR in non-sheltered accounts. There was little capital gains &nbsp;implications there. I sold a bit of JMUTX and DODIX in IRAs that I will replace with VWIAX. &nbsp;VWIAX will be the bulk of my LCV holdings. Reason - I'm continuing to de-risk and with current expected volatility, I like that Wellesley will rebalance for me. I acknowledge there are better bond shops but I think the rebalancing adds value. I also added to PIGIX. Interesting that yesterday my bond OEFs popped like a mother. PIGIX up almost 1%. For someone (not me) that is a bond OEF trader that would be a bad one to miss. Take care.</P>Thu, 05 Mar 2020 00:04:30 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681691#M2580rhythmmethod2020-03-05T00:04:30ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681718#M2583
<P>Took my $2/share gain on the SCHD from Monday. Just feel good money.</P><P>&nbsp;</P>Wed, 04 Mar 2020 18:07:29 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681718#M2583DocWu2020-03-04T18:07:29ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681750#M2591
<P>Put in a buy order a few minutes ago for the American Funds Capital Income Builder fund (CIBFX).&nbsp; Why?&nbsp; Have been debating on adding stocks to my portfolio for a while now, and with this recent leg down, seems like a good time to start.&nbsp; Will expand on my mlott1 portfolio thread for anyone who might be interested.</P>Wed, 04 Mar 2020 20:43:21 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681750#M2591mlott12020-03-04T20:43:21ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681819#M2597
<P>sold OAKBX. Not sure why I did not sell long before.</P><P>Buying was under mistaken belief that these funds do well in down market and over whole market cycle they outperform. I fell to some brilliant marketing.</P><P>I guess&nbsp; not selling was pure laziness. Not sure what to replace it with though.</P>Thu, 05 Mar 2020 02:29:31 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681819#M2597waffle2020-03-05T02:29:31ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681821#M2598
<P>Waffle,</P><P>Your mention of OAKBX made me check it out and I feel for you.&nbsp; How in the world this fund still has $10B in AUM collecting annual fees in excess of $80M and M* says about this fund that "<SPAN>Patient investors should be rewarded"&nbsp;</SPAN>is beyond me.&nbsp; &nbsp;Tough time to decide what to put the money in.&nbsp; &nbsp;With low interest rates and Govt shoring up asset prices, growth could be a better place in equities to hide.&nbsp; Fixed income seems to require crystal ball skills.&nbsp; Pl do post when you figure it out.&nbsp; A</P>Thu, 05 Mar 2020 02:45:20 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681821#M2598Anitya2020-03-05T02:45:20ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681894#M2603
<P>After my liquidation of VYM and VBR yesterday (in non-sheltered accounts), I also sold some DODIX and JMUTX in IRAs. Today I purchased 1/3 of desired amount of VWIAX in IRAs. I will let that be my LCV holdings for a while. I'm sitting on more cash, MINT and FI OEFs than ever but I hope to do some selective buying as opportunities present. - rm</P>Thu, 05 Mar 2020 16:34:05 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681894#M2603rhythmmethod2020-03-05T16:34:05ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681991#M2610
<P>&nbsp; &nbsp; &nbsp; &nbsp; Poor energy.&nbsp; Everyone hates it. Gas &amp; oil companies are beaten down to extremes.&nbsp; &nbsp;Might it be time to make that first tentative buy -- knowing full well it will likely drop further?&nbsp; I thought to take a small opening position (less than 1% of PV) in XLE when the market was flirting with ANOTHER 1000-pt&nbsp; massacretoday , just to keep the sector in front of my nose continuously.&nbsp; &nbsp;But here's SZC selling at an 11% discount with no neg UNII according to CEFdata.&nbsp; OK, at this level its distribution (paid monthly) is at 14% and, yes, it could very well be cut.&nbsp; But so what when we're talking miniscule?</P><P>&nbsp; &nbsp; Bought just a pinch and hope to watch for a bottom.</P><P>&nbsp;</P>Fri, 06 Mar 2020 03:32:34 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/681991#M2610richardsok2020-03-06T03:32:34ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682018#M2620
<P>Hi Richardsok,</P><P>You might consider NRGX and get 12% while waiting for oil to come back up?</P><P>I own it and may buy more.</P><P>Gene</P>Fri, 06 Mar 2020 13:29:35 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682018#M2620bujia2020-03-06T13:29:35ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682020#M2621
<P>Dow 24,000. &nbsp;Hold on to your suspenders. &nbsp;A 15% drop is not out of the picture from here. &nbsp;Enjoy the ride.</P><P>Gabe</P>Fri, 06 Mar 2020 14:02:02 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682020#M2621youth2020-03-06T14:02:02ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682035#M2626
<P>Started a position in RCS. Haven't owned it since 2015 when the premium started to go crazy.</P><P>Gene</P>Fri, 06 Mar 2020 14:49:59 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682035#M2626bujia2020-03-06T14:49:59ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682042#M2629
<P>This week significantly reduced IHI (medical devices), sold last bit of UTG. &nbsp;Increased Wellesley and VLAAX. &nbsp;I have 8% of portfolio in TLT. &nbsp;In equity going more or less neutral - S&amp;P 500 type stocks (USMV, IVV, MTUM) in addition to VLAAX, Wellesley and FBALX. &nbsp;Trying to hold on!</P>Fri, 06 Mar 2020 15:22:24 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682042#M2629acksurfer2020-03-06T15:22:24ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682045#M2631
<BLOCKQUOTE><HR /><LI-USER uid="7325"></LI-USER>&nbsp;wrote:<BR /><P>This week significantly reduced IHI (medical devices),&nbsp;</P><P>&nbsp;</P><HR /></BLOCKQUOTE><P>Hi acksurfer...</P><P>Could you please elaborate as to why?&nbsp; Was this a long term holding for you?</P><P>I am considering BUYING IHI, after the dust settles.&nbsp; Working on "timing".</P><P>Thanks in advance.</P><P>R48/neversurfer</P><P>&nbsp;</P>Fri, 06 Mar 2020 15:41:52 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682045#M2631retiredat482020-03-06T15:41:52ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682056#M2633
<P>Sold ALL my fancy-dance FI OEFs; except PIGIX. Sold JMUTX, PDIIX, DODIX. replaced with BND. Also bot my 2nd lot (of 3) of VWIAX. I'll let PIMCO FI CEFs do the fancy FI stuff and will add as ops present. I don't see compelling values yet except in energy and I'll add to XLE around 40.00. Take care, rm</P>Fri, 06 Mar 2020 17:53:20 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682056#M2633rhythmmethod2020-03-06T17:53:20ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682092#M2636
<P>I will reiterate once more.....alternative investments such as commercial real estate (a holding of mine) and thoroughbred horse racing stable (a holding of mine) is the way to go in this "crazy environment" or any economic setting.</P><P>Gabe</P><P>&nbsp;</P>Fri, 06 Mar 2020 18:51:41 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682092#M2636youth2020-03-06T18:51:41ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682097#M2638
<P>&nbsp;Added a mere sliver to SZC. (Reasons explained above.)</P><P>bujia:&nbsp; &nbsp; NRGX is definitely on my very small watch list, but I prefer SZC for the deeper discount and the regular monthly distribution.&nbsp; The two funds track each other quite closely.&nbsp; The sector is so ugly I'm determined to own only one for the time being.&nbsp; &nbsp; Good luck.</P><P>&nbsp;</P>Fri, 06 Mar 2020 19:05:46 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682097#M2638richardsok2020-03-06T19:05:46ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682101#M2639
<P>Thanks, Richardsok for the suggestion. I'll check it out.</P><P>Gene</P>Fri, 06 Mar 2020 19:20:31 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682101#M2639bujia2020-03-06T19:20:31ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682137#M2643
<P>Sold some of my EDV today.&nbsp;&nbsp;</P><P>It had gone way over my allocation limit, but considering the current market conditions I still found selling harder than I though.</P><P>helmut</P>Fri, 06 Mar 2020 21:24:54 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682137#M2643helmut2020-03-06T21:24:54ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682138#M2644
<P>Sold some bonds: PIMIX &amp; PIGIX.&nbsp;<BR />Bought some Energy: VGENX</P><P>Edit: also added to OXY</P>Sat, 07 Mar 2020 04:26:50 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682138#M2644BigTom2020-03-07T04:26:50ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682146#M2645
<P><LI-USER uid="3375"></LI-USER>&nbsp;- why sell bonds and buy energy stocks? Rotating into a rather beaten down sector?&nbsp;</P><P>Interestingly,&nbsp; yield of VGENX is higher than PIMIX&nbsp; and PIGIX while total returns of PIMIX and PIGIX are better.</P><P>(I would have expected reverse between stocks and bonds.)</P>Fri, 06 Mar 2020 22:06:55 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682146#M2645waffle2020-03-06T22:06:55ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682204#M2650
<P>Well, a week went buy with very little change in the indices. &nbsp;So...what is next? &nbsp;Continued volatility is a given and if the virus continues to plague us, then the market will respond even worse. &nbsp;It might very well be that DOW 24,0000 might be ahead and the eventual bottom and a good entry point. &nbsp;</P><P>Hang on to your suspenders. &nbsp;</P><P>Gabe</P>Sat, 07 Mar 2020 12:19:02 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682204#M2650youth2020-03-07T12:19:02ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682211#M2652
<P>bujia --</P><P>&nbsp; &nbsp;Before you back up the truck, I neglected to mention SZC reports a coverage ratio, after all advisory fees etc etc, of .6.&nbsp; (In English, SZC pays out a buck for every 60 cents it takes in, net.)&nbsp; &nbsp;I understand that's common practice among the energy CEFs, so I regard them as trading vehicles only.&nbsp; For longer term investments with a fully covered yield, XOM is starting to look like beaten down opportunity -- unless you believe dire Asian COVID slowdowns will persist long term. With their Guyana operations, XOM management reports they are still profitable even if crude hits 40 cents/bbl.&nbsp; Just&nbsp; I M O&nbsp; !</P><P>&nbsp;</P>Sat, 07 Mar 2020 13:11:40 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682211#M2652richardsok2020-03-07T13:11:40ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682226#M2653
<P>To compare with SZC, NRGX had a rocky 6 months at the end of 2019.&nbsp; &nbsp; &nbsp;Net Invest Income: $16million.&nbsp; Distributions: $48mil....&nbsp; (very poor distribution coverage.)&nbsp; Decrease in net assets: -$75 million (from realized &amp; unrealized losses).&nbsp; &nbsp;The good news is that NRGX has a lot of bond positions, which I imagine means they'll be in a position to buy equities cheap when they believe the energy market starts to recover.&nbsp; They have a significant position in OXY, which looks problematic to me and until the market recovers they'll be bleeding cash.&nbsp; &nbsp; IMO both SZC and NRGX are candidates for distribution reductions.</P><P>&nbsp; &nbsp; Hope someone more qualified than I will step in to read the reports.</P>Sat, 07 Mar 2020 16:32:04 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682226#M2653richardsok2020-03-07T16:32:04ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682231#M2654
<P>Sold PUCZX and JMSIX week before last and bought BAGIX and added to PIGIX about a week ago.</P><P>Watching PFE, CSCO and MMM for new positions.</P><P>Might add to YUMC if it drops a bit more.</P>Sat, 07 Mar 2020 17:03:01 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682231#M2654DrVenture2020-03-07T17:03:01ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682233#M2655
<BLOCKQUOTE><HR /><LI-USER uid="4402"></LI-USER>&nbsp;wrote:<BR /><P><LI-USER uid="3375"></LI-USER>&nbsp;- why sell bonds and buy energy stocks? Rotating into a rather beaten down sector?&nbsp;</P><P>Interestingly,&nbsp; yield of VGENX is higher than PIMIX&nbsp; and PIGIX while total returns of PIMIX and PIGIX are better.</P><P>(I would have expected reverse between stocks and bonds.)</P><HR /></BLOCKQUOTE><P>A quick comment.<BR />Bond funds have had a good run over the past few years and crazy YTD returns (up 22% in as little as 2 months).<BR /><A href="https://investor.vanguard.com/mutual-funds/list#/mutual-funds/asset-class/month-end-returns" target="_blank">https://investor.vanguard.com/mutual-funds/list#/mutual-funds/asset-class/month-end-returns</A><BR /><BR />The 30 year treasury is only yielding&nbsp;<SPAN>1.56% where it was 2.33% at the start of the year.<BR />A staggering move!<BR /></SPAN>Could rates go lower? Sure.<BR />If you believe treasury yields and headed to zero or will have negative rates, stay in bonds.<BR /><A href="https://fred.stlouisfed.org/series/DGS30#0" target="_blank">https://fred.stlouisfed.org/series/DGS30#0</A></P><P>I am slowly taking some money out of bond funds (sell high) and starting to find higher yielding equity securities.&nbsp;<BR />The Energy sector has already been beaten down over the past decade and has been&nbsp;<STRONG>annihilated </STRONG>YTD<STRONG>.&nbsp;</STRONG><BR />At some point, there is value in this sector along with their higher dividend yields.&nbsp;</P><P>The spike in high yield rates (falling prices) is a concern especially in some parts of the highly leveraged Energy sector since they are a major issuer of high yield debt.&nbsp;&nbsp;<BR />Invest in companies in this sector that have good balance sheets and low debt.&nbsp;<BR /><A href="https://fred.stlouisfed.org/series/BAMLH0A0HYM2EY" target="_blank">https://fred.stlouisfed.org/series/BAMLH0A0HYM2EY</A><BR /><BR /></P>Sat, 07 Mar 2020 17:22:34 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682233#M2655BigTom2020-03-07T17:22:34ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682239#M2656
<BLOCKQUOTE><HR /><LI-USER uid="4284"></LI-USER>&nbsp;wrote:<BR /><P>Well, a week went buy with very little change in the indices. &nbsp;So...what is next? &nbsp;Continued volatility is a given and if the virus continues to plague us, then the market will respond even worse. &nbsp;It might very well be that DOW 24,0000 might be ahead and the eventual bottom and a good entry point. &nbsp;</P><P>Hang on to your suspenders. &nbsp;</P><P>Gabe</P><HR /></BLOCKQUOTE><P>Gabe...some history.</P><P>This continuous monthly thread was created so that posters could post, briefly, their current "buys/sells/why".&nbsp; Rules were established to keep things brief, and limit discussions to trades.&nbsp; General market comments or viewpoints were restricted...to be taken to another thread.</P><P>Please consider this.</P><P><U>R48</U></P><P>&nbsp;</P>Sat, 07 Mar 2020 18:00:11 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682239#M2656retiredat482020-03-07T18:00:11ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682299#M2662
<P>Sold FTBFX, Fidelity Total Bond fund, on 6 Mar&nbsp;@$11.32.&nbsp; As I mentioned in my mlott1 portfolio changes thread, I had some bonus money for opening a checking account with Citizens Bank, and also got their credit card, which has 1.8% cash back on everything.&nbsp; I thought it would be fun to isolate this money and just sort of goof around with it.&nbsp; So I opened an account at Fidelity and bought their total bond fund.</P><P>The trade has cleared and the money is waiting to be reinvested or withdrawn.&nbsp; I should buy something in a few days.</P>Sun, 08 Mar 2020 04:47:30 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682299#M2662mlott12020-03-08T04:47:30ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682545#M2683
<P>Interesting, I thought to see several posts here. Bot new position in SCHD, lightly added to VFH, JENSX, PTY, XLE (in full disclosure I also add to XLE on Friday, pretty bad timing, I'd say). All of these I had trimmed w/ exception of XLE and SCHD (which replaced VYM that I liquidated, as reported here during the sucker rally). XLE is a new position I'm looking at as a trade, or lesson. I'm still well below my equity allocation. I sold a little BND I purchased Friday to help fund these.&nbsp; Also sold my last of EDV and TLT, sorry to see them go... No intention of being a bond trader, just worked out that way. The individual stocks I'm watching APPL, MSFT, AMZN, VZ, D aren't low enough, IMO, yet. I'm probably done for the day...in more ways than one. Be careful.</P><P>Edit to add &nbsp;an order for D filled, I added more to PTY and also PDI. Opened small position in CVA (&gt; 7% yeild) to replace my SCV index I sold in sucker rally. recently. Must stop...I pull out early but can't wait to get back in...</P>Mon, 09 Mar 2020 19:09:31 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682545#M2683rhythmmethod2020-03-09T19:09:31ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682553#M2684
<P>&nbsp; &nbsp;With crude in the $30s even XOM can't pump at a profit now.&nbsp; Their breakeven is about $40/bbl. That is my buy point for XOM and not before. If XOM can't profit here I don't believe anyone can.&nbsp; USAC also crushed: down 8%.&nbsp; &nbsp;KNOP worse: -12%.&nbsp; One wonders at what point do&nbsp; debt obligations go unpaid and service contracts start going voided?&nbsp; &nbsp;Still,&nbsp;bought an opening position in ET which was also shredded this morning.&nbsp; &nbsp;Would like to catch more PCI if yield hits 9%. Will wait for that and risk missing today's oppty.</P><P>With port allocation over 50% cash and some hedging, I believe I've done about as well as I could realistically do.&nbsp; &nbsp; Still, today's drop stings.&nbsp;&nbsp;</P><P>One almost feels sorry for the always-fully-invested buy-and-hold Bogleheads.</P><P>&nbsp;</P>Mon, 09 Mar 2020 15:33:57 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682553#M2684richardsok2020-03-09T15:33:57ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682560#M2686
<P>I know this is not the place to argue, but my opinion is the Bogleheads will be just fine. Using asset allocation to determine when to buy or sell works fine over the long term.</P>Mon, 09 Mar 2020 15:51:01 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682560#M2686DJANG02020-03-09T15:51:01ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682567#M2690
<BLOCKQUOTE><HR /><LI-USER uid="3266"></LI-USER>&nbsp;wrote:<BR /><P>Interesting, I thought to see several posts here. Bot new position in SCHD, lightly added to VFH, JENSX, PTY, XLE (in full disclosure I also add to XLE on Friday, pretty bad timing, I'd say). All of these I had trimmed w/ exception of XLE and &nbsp;(SCHD which replaced VYM that I liquidated as reported here) during the sucker rally. XLE is a new position I'm looking at as a trade, or lesson. I'm still well below my equity allocation. I sold a little BND I purchased Friday to help fund these.&nbsp; Also sold my last of EDV and TLT, sorry to see them go... No intention of being a bond trader, just worked out that way. The individual stocks I'm watching APPL, MSFT, AMZN, VZ, D aren't low enough, IMO, yet. I'm probably done for the day...in more ways than one. Be careful.</P><HR /></BLOCKQUOTE><P>See that's the thing, strong stocks like you mention, to which I'll add MMM, PFE and CSCO, dropped significantly at open and rebounded off the bottom rapidly. I tried a limit order on PFE and was too low and too late. Gotta decide if I still want it at the current price. This mornings biggest opportunities were fleeting.</P><P>At the risk of looking foolish, it almost feels like we just re-tested the lows. I'll shift some funds from 401K bond oef to equity funds at COB today. And I may put in another limit order.</P><P>My perception is that all the folks who were praising this economy's fundamental strength before this correction, saying ignore the noise and turn off the news, were doing it to convince themselves. When things got real, they froze up. If these stocks were good at +15%, what are they now? This is the time to ignore the short term movements and focus on the long haul.</P><P>Of course, if you believe that this 10-yr bull run is over and we will be down here for a couple years... Do we have evidence to support that?</P>Mon, 09 Mar 2020 16:07:38 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682567#M2690DrVenture2020-03-09T16:07:38ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682577#M2696
<P>Just bought SCHD at $49.39.&nbsp; Now it's off to do some grocery shopping and pick up some books at the library.&nbsp; SCHD has been on my watchlist for a long time, and no doubt it will go lower with the rest of the market.&nbsp; But I can't pick the exact bottom, so I'm just gonna keep buying as long as the market is going down.</P>Mon, 09 Mar 2020 16:46:55 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682577#M2696mlott12020-03-09T16:46:55ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682590#M2700
<P>Placed sell orders for bond OEF's. I did not close any positions; just harvested gains and took each position midway to the low point of the designated allocation.</P><P>FNBGX - Long-Term Treasury&nbsp;</P><P>FIPDX - TIPs Index</P><P>FTBFX - Total Bond</P><P>PONAX - Multi-sector</P><P>FRIFX - Real Estate Income</P><P>FDIC insured CD yields are looking pretty good on a relative basis. Increased the dry powder a bit to fill equity gaps at some point, and harvested some flight-to-safety gains. I still have strong positions in each.</P><P>Thank you,</P><P>Holiday</P>Mon, 09 Mar 2020 17:40:58 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682590#M2700Holiday2020-03-09T17:40:58ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682608#M2701
<P>Limit buys in KMI, NRGX, DMO triggered. Starting a new position AKREX.</P><P>Small add to MINDX.</P><P>Sell QSPNX to free up cash.</P><P>Waiting for Fido to allow buying ARTNX.</P>Mon, 09 Mar 2020 18:30:49 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682608#M2701rthiru2020-03-09T18:30:49ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682609#M2702
<P>Starter position in VYMI @ $50.</P><P>Edited to add "why?".&nbsp; Continued shift to produce dividend income in taxable.</P>Mon, 09 Mar 2020 18:48:54 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682609#M2702DJANG02020-03-09T18:48:54ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682612#M2703
<P>Selling out of VBTLX. Low limit orders in for MSFT and a couple of &nbsp;PIMCO CEFs.</P>Mon, 09 Mar 2020 18:46:57 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682612#M2703grierchas2020-03-09T18:46:57ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682624#M2707
<P>adding to pci,pko, pty and utg.</P><P>looking for a bottom.&nbsp; &nbsp; &nbsp;I hope&nbsp;</P><P>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; jj</P>Mon, 09 Mar 2020 19:20:45 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682624#M2707jojofour2020-03-09T19:20:45ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682630#M2708
<P>Sold some VG LT bond funds - about 1% of my total portfolio and moved that 1% to cash, &nbsp;I don't see LT bond rates getting much lower.</P>Mon, 09 Mar 2020 19:47:52 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682630#M2708SJ602020-03-09T19:47:52ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682635#M2709
<P>Thanks to M* I can't post unless I reply to someone else, so I am bouncing off of Holiday with my post. Thanks Holiday.</P><P>I purchased more VDIGX and VDADX Vanguards Dividend Growth and Appreciation funds. I put twice as much in VDIGX.</P><P>They are down roughly 15% from top.</P>Mon, 09 Mar 2020 20:08:20 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682635#M2709Fishingrod2020-03-09T20:08:20ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682639#M2711
<P>purchased a little bit of USMV and DGRO. Also bought some NEAR because in tends to move slightly with the market.</P>Mon, 09 Mar 2020 20:09:44 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682639#M2711FatKat2020-03-09T20:09:44ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682646#M2712
<P>Bought<BR />RDSB Shell $34.50<BR />OIH&nbsp; &nbsp; Oil Services $5.05&nbsp;<BR />OXY&nbsp; &nbsp;Occidental Petroleum $14<BR />M&nbsp; &nbsp; &nbsp; &nbsp;Macy's&nbsp; $10.25<BR />VYMI Vanguard International High Div Yield $50.25<BR />Sold another slung of PIGIX - Pimco Investment Grade<BR />Sold some PVOXX - Money Market<BR />Exchanged VHYAX Vanguard High Div Yield for<BR />VGENX Vanguard Energy</P><P>Edit: also added BSCFX - Brown International Small Companies<BR />&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;MSCFX - Mairs &amp; Power Small Cap</P>Mon, 09 Mar 2020 22:48:17 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682646#M2712BigTom2020-03-09T22:48:17ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682654#M2715
<P>Decided to go ahead and start buying. With FEAR the dominant emotion on Wall Street, it’s VERY hard to pick a “bottom”, this is probably going to go on for a while. Started today with adding a total of 20K to our two ROTH 401-K’s (my wife and I each have one through my practice), $5K in my wife’s balanced fund (VBIAX) and 5K into her Vang. Tot. Intl. Stock fund (VTIAX). Added 5K to two of my funds (total of 10K), Vang. Tot. Intl. Stock fund (VTIAX) and Vang. Emerging Markets Fund (VEMAX). This cash was already in the two accounts, sitting in money markets “waiting for a permanent home”.&nbsp;</P><P>Yes, we may see lower lows, possibly MUCH lower lows, but I see this as LONG term money- for our eventual retirements, so I’m going to gradually start deploying it. We had built up a significant “cash” percentage, close to 10%. So it’s going to be gradually deployed.</P>Tue, 10 Mar 2020 12:22:42 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682654#M2715Win11772020-03-10T12:22:42ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682707#M2719
<BLOCKQUOTE><HR /><LI-USER uid="3262"></LI-USER>&nbsp;wrote:<BR /><P>Decided to go ahead and start buying. With FEAR the dominant emotion on Wall Street, it’s VERY hard to pick a “bottom”, this is probably going to go on for a while. Started today with adding a total of 20K to our two ROTH 401-K’s (my wife and I each have one through my practice), $5K in my wife’s balanced fund (VBIAX) and 5K into her Vang. Tot. Intl. Stock fund (VTIAX). Added 5K to two of my funds (total of 10K), Vang. Tot. Intl. Stock fund (VTIAX) and <STRONG>Vang. Emergency. Mats</STRONG>. Fund (VEMAX)......*snip*</P><HR /></BLOCKQUOTE><P>Is that fund a bet on FEMA and disasters?! That’s awesome!!! Hahaha (obviously a fun auto correct)</P>Tue, 10 Mar 2020 02:19:14 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682707#M2719Graust2020-03-10T02:19:14ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682713#M2721
<P>Darn autocorrect! Good catch- should be Vanguard Emerging Markets Fund Admiral (VEMAX). I wouldn’t want to invest in FEMA, sure money loser, although Emerging Markets and International haven't down much better lately.</P>Tue, 10 Mar 2020 02:33:06 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682713#M2721Win11772020-03-10T02:33:06ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682750#M2733
<DIV class="jive-rendered-content"><P>On Monday I sold TAIFX at a loss in Taxable account and bought a new position of ITOT at 62.0. Long term hold.</P><P>Also added 12k to FXAIX in wife's IRA.&nbsp;</P></DIV>Tue, 10 Mar 2020 11:04:59 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682750#M2733MGinCali2020-03-10T11:04:59ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682769#M2738
<P>Yesterday, BOUGHT more DIS</P><P>ctyankee</P>Tue, 10 Mar 2020 12:48:17 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682769#M2738ctyankee2020-03-10T12:48:17ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682837#M2752
<P>I bought some EPRPRG (a preferred stock of the excellent quality REIT EPR).</P><P>I needed to invest some cash earmarked for fixed income, but CD’s and bonds have soared in price (yields tanked). I think these preferred stocks of a large REIT are at least as safe an investment as “junkie” bonds. The preferred stocks are moving opposite of bonds, though... their prices are diving and yields are soaring.</P><P>IMHO, it is a good time to be selling bonds and buying preferred stocks. The yield on EPRPRG is 6.25%. You have to get terribly junkie to get that from a bond.</P>Tue, 10 Mar 2020 16:26:10 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682837#M2752erryl2020-03-10T16:26:10ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682846#M2753
<P>Added to ACP. At 1 yr. low. Good discount. Paying 15%. No ROC.&nbsp;</P><P>Gene</P>Tue, 10 Mar 2020 16:35:00 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682846#M2753bujia2020-03-10T16:35:00ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682860#M2757
<P>Bought EPRPRG, VTR, and APLE.</P><P>As market tanks, yields on these securities soar, unlike bonds and CD’s. These securities are only risky if we are headed for Armageddon... if there is Armageddon, it won’t matter what you own. JMHO</P>Tue, 10 Mar 2020 17:00:15 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682860#M2757erryl2020-03-10T17:00:15ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682884#M2762
<P>Sold almost all bonds OEFs which is BND and PIGIX. Cash seems like a decent place for a while. I did open a position in VZ and added very little to DSL on its fall. Is this the end of bond OEFs for the near future? rm</P>Tue, 10 Mar 2020 18:20:00 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682884#M2762rhythmmethod2020-03-10T18:20:00ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682924#M2767
<P>Sold PUTIX in taxable, recent decline made my long term capital gain manageable. Took small loss on NRGX to further offset tax consequences.</P>Tue, 10 Mar 2020 19:35:02 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682924#M2767DJANG02020-03-10T19:35:02ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682930#M2769
<BLOCKQUOTE><HR /><LI-USER uid="4230"></LI-USER>&nbsp;wrote:<BR /><P>I bought some EPRPRG (a preferred stock of the excellent quality REIT EPR).</P><P>I needed to invest some cash earmarked for fixed income, but CD’s and bonds have soared in price (yields tanked). I think these preferred stocks of a large REIT are at least as safe an investment as “junkie” bonds. The preferred stocks are moving opposite of bonds, though... their prices are diving and yields are soaring.</P><P>IMHO, it is a good time to be selling bonds and buying preferred stocks. The yield on EPRPRG is 6.25%. You have to get terribly junkie to get that from a bond.</P><HR /></BLOCKQUOTE><P>Hi Erryl,</P><P>Nice to see your post !&nbsp; I have been buying PFFR. Check it out.</P><P>I rebalanced the equity side of my portfolio today using roughly 50% of the capital gains I harvested yesterday from bond funds. PFFR got a bit more. It's largest position is in MREITS which are leveraged high-yielders.</P><P>Thank&nbsp; you,</P><P>Holiday</P><P>edit: XOM has an 8.3% yield.&nbsp; Tempting, but I have not bought any.</P>Tue, 10 Mar 2020 20:03:21 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682930#M2769Holiday2020-03-10T20:03:21ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682942#M2772
<P>Only yesterday I posted I hoped to get more PCI if it slipped to the point of paying 9%.Though I missed its absolute bottom (don't I always?) I did snag a block today yielding 9.2%&nbsp; &nbsp; for a 'hold forever'.</P><P>I registered a complaint with FINRA this afternoon, pleading an outrageous options execution.&nbsp; &nbsp;On Friday I entered a four-leg options trade for PNC (long &amp; short calls and long &amp; short puts, differing expiration dates.&nbsp; &nbsp;In yesterday's market slaughter PNC plunged 15 points, making my over-all&nbsp; trade very profitable..... so I supposed.&nbsp; &nbsp; Well, my long call dropped sharply -- as you'd expect -- but what I DIDN'T expect was that the &amp;%$#@ marketmaker priced my short call HIGHER, so that short leg also was a significant loser of $1800 when it should have been approaching zero.&nbsp; &nbsp;(How can a long call and a short call both RISE in value when the underlying collapses 15 points?)</P><P>In my complaint call to Schwab they agreed I had a case and, after talking to the market maker, they reported to me he wouldn't budge.&nbsp; So I've just written to finra.&nbsp; &nbsp;We'll see.</P>Tue, 10 Mar 2020 20:11:22 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682942#M2772richardsok2020-03-10T20:11:22ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682944#M2773
<P>&nbsp; &nbsp;I meant to write "How can a long call drop and a short call rise.....?"&nbsp; &nbsp; &nbsp; No way to edit my posts any more.&nbsp; Sorry.</P>Tue, 10 Mar 2020 20:14:25 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/682944#M2773richardsok2020-03-10T20:14:25ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683084#M2780
<P>Reestablished position in NRO which I sold last August. Paying 10.5%. Going x on 3/13</P>Wed, 11 Mar 2020 14:03:25 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683084#M2780bujia2020-03-11T14:03:25ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683093#M2781
<P>Opened small position in OHI at 33.00. Looking to increase dividend equity.</P><P>edit to add....added more OHI at 32.00 and DSL at 16.00. Since I’m virtually out of FI OEF I’ll add small increments of yield.</P><BLOCKQUOTE><HR /><HR /></BLOCKQUOTE><P>&nbsp;</P>Wed, 11 Mar 2020 17:09:04 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683093#M2781rhythmmethod2020-03-11T17:09:04ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683110#M2782
<P>Added to AGNC at 14.63</P><P>Had sold it 2/28</P><P>Gene</P><P>&nbsp;</P><P>&nbsp;</P>Wed, 11 Mar 2020 15:58:27 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683110#M2782bujia2020-03-11T15:58:27ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683134#M2783
<P>Making a minor rebalancing move.&nbsp; Put in an order for more Wasatch Small Cap Value.&nbsp; As of yesterday it was 13% below my target allocation and today small cap value is down over 6% according to the M* market barometer.&nbsp;</P>Wed, 11 Mar 2020 17:58:46 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683134#M2783SilverSquirrel2020-03-11T17:58:46ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683141#M2784
<P>BOUGHT DOW (the stock not the index).&nbsp;&nbsp;</P><P>If the dividend is cut in half, it will still pay 4.5% ... and I can live with that as things sort out.</P><P>ctyankee</P>Wed, 11 Mar 2020 18:14:02 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683141#M2784ctyankee2020-03-11T18:14:02ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683143#M2785
<P>BOUGHT IRT&nbsp; &nbsp;</P><P>This REIT funded my charitable gifts as a highly appreciated stock.&nbsp; Hoping for round two but will live with the dividend either way.&nbsp;&nbsp;</P><P>ctyankee</P>Wed, 11 Mar 2020 18:20:44 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683143#M2785ctyankee2020-03-11T18:20:44ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683164#M2789
<P>Placed order to Sell a portion of VGWAX in Roth to fund future purchase of POAGX if it reaches my mental limit order of $35.50 (down 25% from high).</P><P>I plan to lose my fortune in a planned, disciplined, methodical manner :)</P>Wed, 11 Mar 2020 19:02:35 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683164#M2789DJANG02020-03-11T19:02:35ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683175#M2791
<P>ctyankee...any M* thread on IRT?&nbsp; Or a link to any analysis of.</P><P>Thanks</P><P>R48Mets</P>Wed, 11 Mar 2020 19:42:01 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683175#M2791retiredat482020-03-11T19:42:01ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683181#M2793
<P>Bought more VDADX at the close.</P><P>Will it go lower , yes probably!!</P>Wed, 11 Mar 2020 20:02:38 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683181#M2793Fishingrod2020-03-11T20:02:38ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683193#M2794
<BLOCKQUOTE><HR /><LI-USER uid="3851"></LI-USER>&nbsp;wrote:<BR /><P>ctyankee...any M* thread on IRT?&nbsp; Or a link to any analysis of.</P><P>Thanks</P><P>R48Mets</P><HR /></BLOCKQUOTE><P>Hope this link works, if not, it can be had at Fidelity&nbsp;</P><P><A href="https://www.argusresearch.com/pdfdownload.aspx?id=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" target="_blank">https://www.argusresearch.com/pdfdownload.aspx?id=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</A></P><P>ctyankee</P>Wed, 11 Mar 2020 20:38:13 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683193#M2794ctyankee2020-03-11T20:38:13ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683197#M2795
<P>Sold all of my FTBFX for a lessor gain. It did not look good for the fund, I'm keeping some bond funds high in government notes for now.</P>Wed, 11 Mar 2020 21:31:18 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683197#M2795FatKat2020-03-11T21:31:18ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683224#M2796
<P>Purchased some of DGRO and&nbsp; QUAL today, the later ended in the green!</P>Wed, 11 Mar 2020 21:30:37 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683224#M2796FatKat2020-03-11T21:30:37ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683337#M2800
<P>Sold my bond OEFs: PONAX, FIJEX, and SEMPX.&nbsp; Reasons why articulated in my post on DT Conroe's bond thread. &nbsp;</P>Thu, 12 Mar 2020 02:32:51 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683337#M2800mlott12020-03-12T02:32:51ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683453#M2849
<P>Is this what they mean by March Madness?</P><P>Bought a little DIS. &nbsp;It has a lot of issues in the land of Corona, but I think it is a long term buy below $100.</P><P><SPAN>erryl</SPAN></P>Thu, 12 Mar 2020 15:37:13 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683453#M2849erryl2020-03-12T15:37:13ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683457#M2851
<P>Bought another 500 shares USB this AM, banks have REALLY sold off, now selling below book value- pretty crazy! Their selling down to 2008-2009 levels. Yes, they are going to have a TOUGH time generating profits in this low (or no) interest rate environment, but I don’t see the stronger banks going belly up. But the markets continue to drop like a rock! Looking at placing several other low ball orders, main “issue” is I may run out of cash!</P>Thu, 12 Mar 2020 15:43:36 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683457#M2851Win11772020-03-12T15:43:36ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683481#M2865
<P>Added to SCHD @ $44, doubling my initial Feb. 28th position. Cash for this came from not reinvesting dividends last year in taxable, which I do because I don't like buying tiny amounts (cost basis complexity) , and want to pull from that pool of cash to pay whatever taxes are owed. Whatever is left over gets spent or invested.</P><P>&nbsp;</P>Thu, 12 Mar 2020 16:46:57 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683481#M2865DJANG02020-03-12T16:46:57ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683484#M2868
<P><LI-USER uid="5500"></LI-USER>&nbsp; SCHD has been in my PF in past but dropped last year due to duplication with SCHX/SCHV in same PF.&nbsp; Do you think it'd better than either of those if i want to add to equity from a bond fund at these lower prices?&nbsp;</P>Thu, 12 Mar 2020 16:57:24 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683484#M2868mikes4252020-03-12T16:57:24ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683492#M2872
<P>Bought KO&nbsp;@ $47.16 and added to SCHD&nbsp;@ 44.04.&nbsp; Have buy orders in on the following mutual funds, will be filled today:</P><P>American Funds Capital Income Builder (CAIBX)</P><P>Schwab Fundamental Global Real Estate Index (SFREX)</P><P>Franklin Income (FKIQX)</P><P>Franklin Utilities (FKUQX)</P><P>Buying Franklin Utilities as a complement to SCHD, which is very light on utilities.&nbsp; Franklin Income is prone to big ups and downs for their category, but I've always liked the fund.&nbsp; It should be down big today.&nbsp; I like their focus on income, and they tend to have a portfolio that is, at least in part, a bit different.&nbsp; The real estate fund I'm intending on holding for the long term, and I'm thinking that lower interest rates might eventually be beneficial to REIT investments, when all the dust settles from the current bloodletting. &nbsp;</P><P>Had to do this before a medical appointment this afternoon.&nbsp; I have no doubt that my purchases will be even lower by end of day, but like I said before, I can't pick the exact bottom.&nbsp; I still have plenty (for me) dry powder from yesterday's bond OEF sales, so, needless to say, I'll be watching events and the market very closely.</P><P>EDIT TO ADD:&nbsp; If tomorrow is another down day, or even just flat, I will do some more buying.&nbsp; The administration will have all weekend to cook up something, or several somethings, to stem the tide.&nbsp; Too many Important People are losing real money, and that is not to be tolerated for any length of time.&nbsp; Nothing - and I mean absolutely nothing - would surprise me.&nbsp; Including closing down the stock market.&nbsp; We are, indeed, living in interesting times right now...</P>Thu, 12 Mar 2020 21:58:50 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683492#M2872mlott12020-03-12T21:58:50ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683493#M2873
<BLOCKQUOTE><HR /><LI-USER uid="3341"></LI-USER>&nbsp;wrote:<BR /><P><LI-USER uid="5500"></LI-USER>&nbsp; SCHD has been in my PF in past but dropped last year due to duplication with SCHX/SCHV in same PF.&nbsp; Do you think it'd better than either of those if i want to add to equity from a bond fund at these lower prices?&nbsp;</P><HR /></BLOCKQUOTE><P>I think on a total return basis, they will be similar. If you are looking specifically for dividend income, I'd prefer the one designed to provide that, SCHD.</P>Thu, 12 Mar 2020 17:19:23 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683493#M2873DJANG02020-03-12T17:19:23ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683498#M2877
<P>This AM took some profits on HIX, PCI, and CSCO still room to go if necessary.</P>Thu, 12 Mar 2020 17:27:54 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683498#M2877trav1nj2020-03-12T17:27:54ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683510#M2883
<P>Didn't think we'd see PCI regularly distributing 10% again, but here we are.&nbsp; And if we don't have a full-blown depression ahead of us,&nbsp; ET appears to be a table-pounding buy.&nbsp; &nbsp;If I had any guts I'd back up the truck on both; but being the gutless coward that I am, bought 500sh of one and 1000 of the other.&nbsp; &nbsp;Even with 40% cash in my IRA, I took a vicious hit this morning -- as bad (or worse) than any one-day from 2008.&nbsp; &nbsp; &nbsp;Too late to sell any more, so I have to ride with the distributions.</P><P>The good news is that the new volatility is wonderful for trading options spreads.&nbsp; Even with the vicious bid/asks, I'm hitting "net green" on almost every trade.&nbsp; &nbsp;Most trades are 48 hours or less in duration.&nbsp; &nbsp;Only times I get into trouble is when I try to get cute and close out one leg without unwinding its counter-position at the same time.</P>Thu, 12 Mar 2020 18:11:16 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683510#M2883richardsok2020-03-12T18:11:16ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683551#M2903
<P>BOUGHT ABBV, DIS, CVS, IGR, SAN, AMZN, PTY, PMX, PML, NEV, WFC, TWO</P><P>Believe WFC (which is under restrictions anyway) will cover any financial matters, but SAN is quite risky, in my view.&nbsp; &nbsp;</P><P>Will be looking at UNH and some more CEF Munis tomorrow and maybe some more financials.&nbsp; No appetite for anything to do with travel or petroleum yet.&nbsp;&nbsp;</P><P>ctyankee</P>Thu, 12 Mar 2020 20:21:41 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683551#M2903ctyankee2020-03-12T20:21:41ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683560#M2905
<P>Been watching MSFT for awhile and today got a toe hold at $140.</P>Thu, 12 Mar 2020 20:37:00 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683560#M2905grierchas2020-03-12T20:37:00ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683562#M2906
<P>Took out the knife again took profits on FCNTX, FSLPX, and YAFFX, as I had been doing before at the highs. I really don't want to trim so much as I know that I won't be able to eventually catch a buyback if this ever ends, but I see no relief on the horizon.&nbsp; Now close to 42% cash.</P>Thu, 12 Mar 2020 20:38:05 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683562#M2906trav1nj2020-03-12T20:38:05ZRe: BUY-SELL-WHY, MARCH 2020https://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683567#M2907
<P>bought some USMV for under $55 at end of day and some individual stocks</P>Thu, 12 Mar 2020 20:52:03 GMThttps://community.morningstar.com/t5/Fidelity-Investments/BUY-SELL-WHY-MARCH-2020/m-p/683567#M2907FatKat2020-03-12T20:52:03Z